Berman Capital Advisors’s Peloton Interactive PTON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.04M | Sell |
11,901
-1,313
| -10% | -$114K | 0.16% | 72 |
|
|
2021
Q2 | $1.64M | Sell |
13,214
-1,005
| -7% | -$125K | 0.26% | 47 |
|
|
2021
Q1 | $1.6M | Buy |
14,219
+9,757
| +219% | +$1.1M | 0.33% | 38 |
|
|
2020
Q4 | $676K | Buy |
4,462
+633
| +17% | +$95.9K | 0.16% | 68 |
|
|
2020
Q3 | $379K | Buy |
3,829
+3,100
| +425% | +$307K | 0.11% | 87 |
|
|
2020
Q2 | $42K | Hold |
729
| – | – | 0.01% | 363 |
|
|
2020
Q1 | $19K | Buy |
+729
| New | +$19K | 0.01% | 507 |
|